-30.1%
NVTX vs VT
+20.4%
-50.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.4% | -0.4% |
| 7D | +5.8% | -0.1% | +6.0% | +6.3% |
| 30D | -26.4% | -0.7% | -25.7% | -21.0% |
| 3M | -81.3% | +4.0% | -85.3% | -83.9% |
| 6M | -24.4% | +12.3% | -36.7% | -58.0% |
| YTD | -21.4% | +14.0% | -35.5% | -57.1% |
| 1Y | -30.1% | +20.3% | -50.4% | -75.0% |
| All | -30.1% | +20.4% | -50.5% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling